Workflow management is important for a business to improve efficiency and productivity. There are many workflow management software on the market, but how do you find the right one?
1. Define your needs
To identify the workflow management solutions you need, determine whether your business processes are human-centric or system-centric. A human-centric workflow is more likely to bring people, their documents, tasks and progress together in one place. A system-oriented workflow, on the other hand, focuses on the integration of various business processes or systems. It brings their functions together in one space to create a unified workflow.
A workflow software should be adaptable to meet the needs of all organizations. IBITEK’s workflow software is a good example of this quality, as it includes CRM, project management and more…
2. Note the essential features
The next step in choosing the best workflow software is to specify your essential, or required, functionality.
- Workflow design studio: It allows for the creation of hybrid processes, human-computer interactions, and must be intuitive.
- Rule creation and integrations: This non-negotiable feature allows for rule configuration and form creation.
- Remote access: Your employees must be able to access data from anywhere.
- Dynamic routing and process monitoring features: facilitate management alerts such as emails or SMS, deadlines including roles and responsibilities, traceability.
- Collaborative tracking portal for each stakeholder: this feature provides visibility into the tasks each stakeholder has to perform or has created and tracks KPIs.
3. Determine the number of people who will use the software
It is important to determine the number of users. This will help you determine whether or not you need software that can accommodate multiple users instantly. A large team does not necessarily mean that you need to choose more complex project management features. You can manage projects with a simple workflow by assigning tasks and sharing documentation with your team members. Smaller groups of users can also have complex workflows. This requires the use of advanced features for reporting, resource management and optimization.
4. Choose an easy-to-use web-based solution
For users with some technical skills, you can switch to a code-based workflow, but the best workflow tools are easy to use and deploy, as they are intended for large-scale use. Configuration flexibility is important, as business stakeholders need to be able to change collaboration processes without losing time.
IBITEK’s workflow management tool is quick to learn, although it has many features of varying complexity. These functionalities allow you to manage the entire production chain (inventory management, human management…), regardless of your sector of activity.
A clear and detailed dashboard allows you to easily follow the evolution of the flows.
5. Choose a versatile data flow management software
The project management workflow is a multi-step process, which requires tools to manage each phase of the workflow. The software must therefore be able to connect in real time with different applications, for example: calendar, payment, site, etc…
IBITEK’s automation and process improvement capabilities translate into real time and energy savings. You can focus on tasks that require human effort and intelligence.
6. Use software that provides you with reports
Every improvement process is based on key performance indicators. Tracking these indicators requires the ability to obtain accurate information about the state of a process while it is running, but also to keep a history of its evolution over time.
IBITEK’s workflow management software provides real-time indicators through dashboards to help your analysts and managers measure process efficiency, identify anomalies and take corrective action if necessary.
7. Choose an all-in-one software: IT, traceability, production, logistics…
More and more companies are using integrated workflow management software to better control their processes. This allows them to save time and optimize costs in real time. Among the functionalities offered by these software packages, we find inventory management, product traceability, production management, logistics, etc.
Would you like to know more about the possibilities of our software? Contact us for more information!
